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Home > Institutional Investor > Roman Butler Fullerton & Co > Profile

Instuitional Investor - Roman Butler Fullerton & Co

Fund Profile
Filing Period:
Fund Name: Roman Butler Fullerton & Co
Portfolio Value $257,570,015
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 113,372 $12,720,376 4.94%
2.
Microsoft Corp
 MSFT 29,376 $11,331,180 4.4%
3.
Apple Inc.
 AAPL 55,098 $11,137,607 4.32%
4.
Amazon Com Inc
 AMZN 52,261 $9,385,490 3.64%
5.
Mastercard Inc
 MA 14,475 $7,489,159 2.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)